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CFA
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CFA

Armand Spaziano

Creative Resources Investment Advisors LLC
32 Years of Experience
Cranston, RI
1 Disclosure
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Armand Spaziano is a CFA-designated registered investment advisor at Creative Resources Investment Advisors LLC, based in Cranston, RI, with 32 years of industry experience. Armand operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 85 clients with $17M in assets under management.

Creative Resources Investment Advisors LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
85 clients
Average Client Portfolio
$197K average
Assets Under Management
$16.7M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.50%
$5M+0.50%

Fees for accounts over $5 million are negotiable. Household accounts may be aggregated to reach lower fee tiers.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

#1003 4000 Chapel View Blvd, Suite 300, Cranston, RI, 02920

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History

Regulatory History (1)
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Regulatory
March 2015
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Armand is a Vice President/Investment Advisor and portfolio manager at Creative Resources Investment Advisor, LLC, dedicating most of his time to this role. He is also President of Alluvion Brands, LLC, a management consulting company, dedicating minimal time to this role. It is unclear if the insurance activity is related to selling insurance products.

Employment History
Current Registrations
Creative Resources Investment Advisors LLC
March 2015 - Present · 11 yrs 7 mos
Previous Registrations
Newbridge Securities CorporationBroker
July 2009 - December 2009 · 5 mos
H. Beck, INC.Broker
July 2008 - July 2009 · 1 yr
Cr Broker Services, LLCBroker
November 1999 - July 2008 · 8 yrs 8 mos
Creative Resources Investment Advisors LLC
March 1995 - December 2014 · 19 yrs 9 mos
John Hancock Distributors, INC.Broker
March 1994 - August 1998 · 4 yrs 5 mos
John Hancock Mutual Life Insurance CompanyBroker
March 1994 - May 1997 · 3 yrs 2 mos
Scudder Investor Services, INC.Broker
May 1992 - November 1992 · 6 mos
State Registrations8 states
CAFLILMAMONHRITX
Advisor

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Exams
No exam information available for this advisor.
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